The Financial Coaches Podcast

Ready to launch your coaching practice but not sure where to start? In this episode of The Financial Coaches Podcast , hosts Maria Casillas and Cody Sizemore break down the essential resources you need to get your practice off the ground. From foundational tools to key strategies, this episode is packed with valuable insights to help you start strong. Tune in and get ready for an informative and e...

🚨 Exciting News for Financial Coaches! 🚨 Join Cody Sizemore of Sizemore Financial Coaching and the New Money Habits team for an incredible announcement about our most popular course, " Getting Started as a Financial Coach "! Are you struggling to convert potential clients into paying clients? Want to market your coaching practice without spending a fortune? Looking to build a solid foundati...

Are you wanting to host a masterclass? In this episode of The Financial Coaches Podcast, Cody shares his experience with a recent online masterclass that he had hosted that was successful for him. He explains how he marketed it, what the overall structure of the masterclass is, and the benefits of doing one for your practice. Get ready to take notes! 🚨Are you ready to launch your coaching practic...

Have you ever thought about doing a little something extra for your clients? In this episode of The Financial Coaches Podcast, the hosts discuss some cool ideas for you to bring some extra value to your clients when maybe they weren’t expecting it. Doing these value-adds will create a deeper connection between you and your clients, which will not only foster a better relationship between you and t...

Are you struggling figuring out who to serve? In this episode of The Financial Coaches Podcast, the hosts discuss the importance of making the focus of serving over earning revenue in your company. When you do this, the revenue will come as a natural byproduct, but when you have it wrong, it will lead to burnout, frustration, and fizzling out. For both your clients, and your practice. 🚨Are you re...

Are you wondering if being a Financial Coach is what you’re supposed to be? In this episode of The Financial Coaches Podcast, Cody and Maria talk about what being a Financial Coach really means, and how it isn’t generally defined, but instead should be defined by your own unique strengths, skills, and abilities. There is a spectrum of different styles of Financial Coaching, and the important thing...

Do you have trouble being organized? In this episode of The Financial Coaches Podcast the hosts are joined by organizational expert, Lauri Palau, to discuss how to overcome the biggest challenges with being organized in your practice, and step into that higher echelon of yourself. Organization isn’t just about your physical surroundings, but also your emotional organization. 🚨Are you ready to lau...

Are you struggling with a trial that you went through and unsure how to channel it to serve you to make a greater impact? In this episode the hosts are joined by special guest,Wil Otero - host of the Stuck In My Mind Podcast. Wil shares his story of how he went through immense adversity, but then used that as fuel to help drive his passion and purpose to then create a greater impact on the masses....

In this episode of The Financial Coaches Podcast, Maria and Cody dive into the concept of the X-Factor and its significance in your coaching practice. Understanding and leveraging your X-Factor is crucial for distinguishing yourself from other coaches and delivering unique value to your clients. By embracing your unique talents and gifts, you can offer an authentic and impactful coaching experienc...

🎙️ Join host Cody Sizemore as he discusses what you can expect from our upcoming live " Ask Us Anything " event for financial coaches! Whether you’re looking to attract more clients, improve your marketing strategies, or simply want to connect with like-minded professionals, this event is for you!  This event is completely free, but registration is required. Click the link below to register n...

Have questions about paying yourself? In this episode of The Financial Coaches Podcast Maria and Cody talk about different ways and ideals on how to pay yourself from your practice. The hosts have different styles but always end in a common place. What do you feel would be best for you? 🚨Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more ab...

Have you ever had a client ask for a refund? In this episode of The Financial Coaches Podcast, Cody shares his experience with a client who had asked for a refund, which goes against his practice’s policy. He shares his story of how he stood his ground, and even though there was initial tension, it has actually blossomed into something beautiful for both his practice and the client. 🚨Are you read...

Are you worried about what you charge? In this episode of The Financial Coaches Podcast, the hosts talk about different levels of what you ask your clients to invest in your services, and how it is so important to both you and your client’s success. 🚨Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coa...

In this episode of The Financial Coaches Podcast, Maria and Cody explore the essentials of building a robust coaching curriculum. They share valuable insights and practical ideas on what a well-structured curriculum could look like for your clients and your practice. Tune in to discover how to create a curriculum that not only meets your client's needs but also enhances the effectiveness of your c...

Join Cody and Maria on The Financial Coaches Podcast as they welcome special guest Mary Ann Stenquist, a Spending Coach, to explore strategies for helping clients curb their spending habits. In this insightful episode, Mary Ann delves into the underlying causes of different spending behaviors and offers practical advice for aligning spending habits with financial goals. Tune in to discover Mary An...

Join Maria and Cody on The Financial Coaches Podcast as Maria unveils her favorite coaching exercises that add a colorful twist to personal finance discussions. In this episode, Maria introduces one particularly intriguing exercise that involves the use of colored markers, promising listeners an engaging and enlightening experience. Tune in to discover Maria's creative approach to coaching an...

Join Maria and Cody on The Financial Coaches Podcast as Cody introduces two unique exercises that delve into the mental and emotional aspects of personal finance. In this episode, Cody shares his favorite techniques for going beyond the numbers and connecting with clients on a deeper level. Tune in to discover how these exercises can transform your coaching sessions and help clients gain clarity a...

Join Maria and Cody on The Financial Coaches Podcast as they explore the significance of community in the coaching profession. In this episode, they discuss the importance of finding support and connection among like-minded coaches to enhance your practice and personal growth. Tune in as Maria and Cody share their insights into the transformative power of community and the role it plays in their o...

Join Cody and Maria on The Financial Coaches Podcast as they discuss the challenges of handling consultation rejections in the coaching profession. In this episode, they explore the emotional impact of facing rejection during consultations and share strategies for overcoming setbacks and turning them into opportunities for growth. Tune in as Cody and Maria provide insights into how to rise above c...

Discover the power of referrals in expanding your financial coaching practice in this episode of The Financial Coaches Podcast. Join the hosts as they explore the immense potential of setting up referral networks to amplify your reach and impact. In this enlightening conversation, the hosts discuss various opportunities for leveraging referrals in your practice. Whether it's collaborating with pro...

Discover the power and potential of group coaching in this illuminating episode of The Financial Coaches Podcast, hosted by Cody and Maria. Join them as they delve into the intricacies of group coaching, exploring its numerous benefits for both coaches and clients alike. In this insightful conversation, Cody and Maria address common questions and concerns surrounding group coaching, including when...

Join Maria and Cody for an enlightening discussion on the significance of implementing profit in your business finances in this episode of The Financial Coaches Podcast. In this insightful conversation, Maria and Cody delve into the importance of setting aside "profit" as a fundamental aspect of business management, exploring how it can yield benefits not only for the business itself but also for...

Join Maria and Cody on a compelling journey of discovery in this episode of The Financial Coaches Podcast as they explore the transformative power of the Compound Effect. In this insightful conversation, Maria and Cody delve into the concept of gradual progress and how embracing small steps over time can lead to exponential growth. Discover the profound lessons that both coaches and clients can le...

Join Maria and Cody on an enlightening episode of The Financial Coaches Podcast as they delve into the transformative power of the "power of 10%." In this thought-provoking discussion, they explore the concept of making incremental improvements in financial habits and goals, rather than always striving to go "all in" for immediate results. Discover how adopting a mindset of gradual progress can le...

Dive into a profound exploration of personal growth and transformation in this captivating episode of The Financial Coaches Podcast . Host Maria shares insights from the foreword of "The Letter Keeper," a book that delves into the symbolism of Michelangelo's Statue of David. Join us as we contemplate the metaphorical weight of carrying fragments of our "old selves" and the liberating journey of em...